In this video, you’ll learn about some of the Search Operators available in CRM 10. These Operators can be used to filter by more than one value in a dropdown list.
Welcome to OnContact CRM training. In this video we will learn about some of CRM 10 search operators.
Starting with in and not in, these operators can be used to filter on more than one value in a drop-down list. For example, we can find all contacts that are either active or prospect using one search filter. To do this open the contact search:
Not in works in the opposite fashion showing records that don’t match the choices you picked. In our example, not in will show contacts that have a status other than active or prospect the like operator is used to find records regardless of how the data starts or ends. So for example let’s say you want to find all companies with the word safer in the name:
Note how we found companies like William Safer Enterprises and the Safer Company, not just the companies that start with our search term.
Our final operators are is empty and is not empty. Our example we’ll use is empty for data validation and cleanup. but for example let’s say you’ve been assigned the job of finding contacts that don’t have an email address in CRM. It would take some time to look at every contact record one at a time, so let’s set up a filter to make this task easier. To do this:
This is far easier and more efficient than checking every single contact one at a time.
This concludes our CRM 10 search operators video, feel free to contact us with questions on this topic or any other features in CRM.